Community Foundation to Host “Top Charitable Trends” Seminars

Wealth planners, attorneys, bankers, CPAs, and other advisors who work with charitably-inclined individuals are invited to attend a luncheon seminar, “Top 10 Charitable Trends Every Advisor Should Know in 2022.” Attendees will learn about tax planning opportunities under recent tax acts, popular gift vehicles and assets, motivations for giving, engaging clients across generations, and more. Continuing education credits are offered for this seminar, including two MCLE credits and two CTFA credits for Illinois and Missouri practitioners. The seminar will take place at the Quincy Country Club at 11:30 a.m. Registration is required.

Individuals interested in learning how to make the most of their own charitable giving are invited to a dinner seminar, “Top 5 Charitable Trends Every Donor Should Know in 2022.” The event will take place at The Patio Restaurant & Lounge in Quincy at 5:30 p.m. Seating is limited and reservations are required.

Registration is required for both events by June 17. To learn more or to register for either event, please contact the Community Foundation at 217-222-1237 or visit www.mycommunityfoundation.org/events.

Bryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CBP, ChSNC, is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust, two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc., a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform. Clontz authored a book called Charitable Gifts of Noncash Assets, a planned giving manual entitled Just Add Water, and a dozen articles in financial services and planned giving journals. He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes.

Programs are made possible by presenting sponsors Mercantile Bank-United Community Banks and Benson Financial, and partner sponsors TI-Trust and Stevenson-Paxton Group of Wells Fargo Advisors.  

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The Community Foundation Serving West Central Illinois & Northeast Missouri builds permanent charitable funds to assist area nonprofits and communities. 

Its mission, “connecting people who care with causes that matter,” is achieved by gathering funds, growing them through investments, then granting to nonprofit organizations, causes or communities that mean the most to its donors.   

Since 1997, the Community Foundation has made more than $12 million in grants. It serves 12-counties: Adams, Brown, Hancock and Pike in Illinois and Clark, Lewis, Marion, Ralls, Pike, Knox, Shelby and Monroe in Missouri.  

The Community Foundation has IRS 501(c)(3) status, and contributions made to the Community Foundation generally qualify for the maximum allowable deductions for income and estate tax purposes.  

For more information, call 217-222-1237, email info@mycommunityfoundation.org or go to www.mycommunityfoundation.org or www.facebook.com/mycommunityfoundation.